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Horace Mann Educators

173 hedge funds and large institutions have $1.29B invested in Horace Mann Educators in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.1B → $1.29B (+$184M)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

4.16% more ownership

Funds ownership: 96.03%100.19% (+4.2%)

1% more funds holding

Funds holding: 171173 (+2)

19% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 70

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.26M

Holders
173
Holders Change
+2
Holders Change %
+1.17%
% of All Funds
5.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
57
Reduced
70
Closed
17
Calls
Puts
$1.26M
Net Calls
-$1.26M
Net Calls Change
-$694K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$107M +$773K +26,114 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$77.1M +$1.32M +44,544 +2%
BFA
3
BlackRock Fund Advisors
California
$69.5M +$1.99M +67,265 +3%
DSC
4
Donald Smith & Co
New York
$66.8M -$4.1M -138,462 -6%
SAM
5
Silvercrest Asset Management
New York
$63.9M +$8.25M +278,980 +16%
EARNEST Partners
6
EARNEST Partners
Georgia
$52.8M +$49.5M +1,674,780 New
LSV Asset Management
7
LSV Asset Management
Illinois
$48.7M -$2.39M -80,690 -5%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$41M -$390K -13,190 -1%
Ameriprise
9
Ameriprise
Minnesota
$39.3M -$5.11M -172,604 -12%
Northern Trust
10
Northern Trust
Illinois
$38.7M +$1.48M +50,155 +4%
BIT
11
BlackRock Institutional Trust
California
$37.8M +$2.79M +94,389 +9%
SB
12
Suntrust Banks
Georgia
$35.9M +$462K +15,617 +1%
LI
13
LMCG Investments
Massachusetts
$34.6M +$340K +11,494 +1%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$29.6M -$8.48M -286,600 -23%
EVM
15
Eaton Vance Management
Massachusetts
$28.6M +$24.9M +842,912 +1,332%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$27.7M +$927K +31,324 +4%
State Street
17
State Street
Massachusetts
$27.6M -$98.1K -3,316 -0.4%
AQR Capital Management
18
AQR Capital Management
Connecticut
$22.1M -$2.14M -72,455 -9%
WC
19
Walthausen & Co
New York
$20.5M +$19.2M +649,853 New
Principal Financial Group
20
Principal Financial Group
Iowa
$20.2M +$360K +12,167 +2%
KIM
21
Kestrel Investment Management
California
$20.2M -$3.86M -130,500 -17%
BTS
22
BB&T Securities
Virginia
$20.1M +$132K +4,465 +8%
JP Morgan Chase
23
JP Morgan Chase
New York
$16.9M +$663K +22,402 +4%
KG
24
Killen Group
Pennsylvania
$16.1M +$320K +10,825 +2%
OCG
25
Opus Capital Group
Ohio
$16M +$15M +505,822 New

HMN Hedge Fund Activity: Q4 2013 in Review

173 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Horace Mann Educators (HMN) for Q4 2013, worth a combined $1.29B — up 17% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HMN positions and 17 closed out — a net gain of 2 holders — while 57 added to existing stakes and 70 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $49.5M. The largest seller was Cramer Rosenthal McGlynn, exiting entirely with an estimated $9.77M sold.

  • 173 institutional investors held Horace Mann Educators (HMN) as of Q4 2013, up from 171 in Q3 2013.
  • Funds reported $1.29B of Horace Mann Educators stock for Q4 2013, up 17% quarter-over-quarter.
  • 19 funds opened new Horace Mann Educators positions in Q4 2013 and 17 closed out, a net change of +2 holders.
  • The largest Horace Mann Educators buyer in Q4 2013 was EARNEST Partners, an estimated $49.5M added.
  • The largest Horace Mann Educators seller in Q4 2013 was Cramer Rosenthal McGlynn, an estimated $9.77M sold.

Based on aggregated 13F filings for Q4 2013.